Financial Partners Group, Inc J P Morgan ETF Tr Nasdaq Equit Transaction History

Financial Partners Group, Inc

$627 Million
Q1 2025

A detailed history of Financial Partners Group, Inc transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Financial Partners Group, Inc holds 220,062 shares of JEPQ stock, worth $11.3 Million. This represents 1.82% of its overall portfolio holdings.

Number of Shares

220,062

Previous 182,599 20.52%

Holding current value

$11.3 Million

Previous $10.3 Million 10.69%

% of portfolio

1.82%

Previous 1.55%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$51.45 - $58.51 $1.93 Million - $2.19 Million	37,463 Added 20.52%	220,062 $11.4 Million
Q4 2024 Jan 24, 2025	BUY	$53.94 - $58.15 $2.07 Million - $2.23 Million	38,426 Added 26.65%	182,599 $10.3 Million
Q3 2024 Oct 30, 2024	BUY	$49.7 - $56.11 $1.57 Million - $1.77 Million	31,535 Added 28.0%	144,173 $7.92 Million
Q2 2024 Jul 19, 2024	BUY	$50.84 - $55.56 $381,096 - $416,477	7,496 Added 7.13%	112,638 $6.25 Million
Q1 2024 May 07, 2024	BUY	$49.02 - $54.29 $2.93 Million - $3.25 Million	59,786 Added 131.81%	105,142 $5.7 Million
Q4 2023 Feb 09, 2024	BUY	$45.1 - $50.32 $558,428 - $623,062	12,382 Added 37.55%	45,356 $2.26 Million
Q3 2023 Nov 13, 2023	BUY	$46.47 - $49.43 $1.53 Million - $1.63 Million	32,974 New	32,974 $1.55 Million

Others Institutions Holding JEPQ

# of Institutions

802

Shares Held

148M

Call Options Held

335K

Put Options Held

202K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

Ticker JEPQ
Sector ETFs
Industry ETFs

More about JEPQ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Partners Group, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financial Partners Group, Inc with notifications on news.

Account

Financial Partners Group, Inc J P Morgan ETF Tr Nasdaq Equit Transaction History